Senior Portfolio Implementation Specialist

📋 Description

• Portfolio Implementation team supports Portfolio Managers and internal teams
• Monitor portfolios and markets to assist managers in client asset management
• Handle order origination, pre-trade compliance, cash flows, and dispersion monitoring
• Develop tools and reporting to support Portfolio Management
• Collaborate with Portfolio Managers, Traders, Compliance, Client Service, and PMs

🎯 Requirements

• Bachelor’s degree with strong academic track record
• Minimum 5 years of relevant investment management experience
• Knowledge of investment processes and product types
• Experience reviewing client and regulatory guidelines
• Strong organizational skills and attention to detail
• Excellent interpersonal and independent work skills

🎁 Benefits

• Medical, prescription drug, dental and vision insurance
• Paid time off
• Profit sharing and 401k plan
• Tuition reimbursement
• Commuter and holistic wellness benefits
• Volunteer programs